A refreshed and re-engineered Client Overview is now live in ADVICE, bringing a faster, clearer and more intuitive way to view and manage client information.
This update replaces the previous summary and navigation layout with a modern design that puts clarity and efficiency first. By simplifying how information is displayed and reducing the number of clicks needed to complete everyday tasks, the new Client Overview helps you stay focused on what matters most: supporting your clients.
Key Features Include
- Streamlined Client Overview: The old Client Summary page has been replaced with a clean, single overview, giving you instant, at-a-glance access to all critical client data – Personal, Financial, Dates, Enquiries, and Notes – in one easy-to-read place.
- Intuitive Single Navigation: We have replaced the previous left and right menus with one clean, logical left-hand navigation menu, making the client record clearer and much quicker to find the specific page you need.
- Smarter, Contextual Actions Menu: The Actions button refines its options based on the specific client page you are viewing, serving up the relevant choices exactly when you need them to save you clicks and speed up critical administrative tasks.
- Enhanced Details Layout: The Personal Details page has been re-engineered for better visual flow, making it easier than ever to quickly locate and update specific client fields without errors.
See the new Client Overview in action here ▶️
Toni Robinson Bowring, Director of Product and Delivery at Twenty7tec, said:
“Our new and improved Client Overview represents another strong step forward for ADVICE CRM as a powerful platform for brokers and wealth advisors. As ever, user feedback has shaped our approach, and we’re delighted to deliver another step-change in speed, usability and efficiency.””
We remain committed to continually improving ADVICE and ensuring it remains the most powerful and accessible platform in your workflow.
The Twenty7tec Team
